Phone: (412) 571 3174   |   Email: roselynw@mdafinancial.com

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"The future depends on what we do in the present." ~ Mahatma Gandhi

Your Financial Planning Team

MD&A Financial Management Company was established in November of 1999. As a superior provider of comprehensive wealth management services, MD&A Financial Management Company offers an extensive selection of services and products to suit your unique financial needs. Whether building an investment portfolio, purchasing insurance or creating an estate plan, the team at MD&A Financial Management Company is helping you to achieve your financial goals.

Meet Roselyn Wilkinson and Anne Hussman.  Our goal is to help you successfully meet your financial goals.  Understanding that your goals are unique to your situation, we do not take a “cookie cutter” or “one-size-fits-all” approach to financial planning.  Roselyn and Anne are dedicated to client satisfaction and making your experience as unique as you.  

Roselyn Wilkinson, MBA, CFP®

President

  

 

“As a client service business, we are always striving to make your experience with MD&A Financial Management Company the best it can be.”

As a CERTIFIED FINANCIAL PLANNER™ professional, Roselyn is licensed to sell stocks, bonds, mutual funds and annuities, as well as life, disability and long-term care insurance.  As a multi-year recipient of the FIVE STAR Wealth Manager award based on overall client satisfaction, she works with individuals to help them to better manage their money through comprehensive financial planning.  Roselyn seeks to build a long-term relationship with each client, develop and implement personalized strategies while providing excellent service and follow-up.   

Roselyn graduated with a Bachelor of Arts degree from Bucknell University in Lewisburg, PA.  After three years experience in insurance and annuities, she earned her MBA from the Katz Graduate School of Business at the University of Pittsburgh.  An alumnus of Class XXVI at Leadership Pittsburgh, she uses her leadership training as an active member of the Executive Women’s Council of Greater Pittsburgh, Heinz Negotiation Academy for Women and on the advisory board at Carlow University’s School of Management.   Roselyn is also a member of the Financial Planning Association.

Anne M. Hussman

Operations Manager

“We value our clients by providing personalized customer care.”

As Operations Manager for MD&A Financial Management Company, Anne is our essential behind-the-scenes team member.  She is critical to making sure all aspects of the firm are running effectively and efficiently.  In addition to organizing office operations, she ensures client account records are in compliance with securities regulations and directs the firm’s marketing efforts. 

Prior to joining the firm in 2003, Anne served in the U.S. Air Force.  She uses skills of discipline and leadership obtained through military training not only in the our office management but also as a volunteer in her community, church and local school district.  Anne's degree is in Business Management and Marketing.

*Anne M. Hussman is not a registered representative of Berthel Fisher & Company Financial Services, Inc.

Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV.

Licensed to sell insurance products in the following states of: PA.

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.

 

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